Matthew Philip Kuzma

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 02/2018
  Keybank
  Bay Village, OH
• 05/2014 → 02/2018
  Key Investment Services Llc
  Cleveland, OH
• 08/2018 → Present
  Nylife Securities Llc
  Cleveland, OH
• 07/2018 → Present
  New York Life Insurance Co.
  Cleveland, OH
• 03/2018 → 07/2018
  Unemployed
  Fairview Park, OH
• 07/2022 → Present
  Eagle Strategies Llc
  Cleveland, OH

Other Businesses

[Super Kuzma Bros LLC; reselling-Ebay, Amazon, Offer Up, Various Online Vendors-Selling products online, mostly sports memorabilia and Media; 18079 W BEND DR, STRONGSVILLE OH 44136; Start Date 01/2024; Role/Title: Owner; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2019-09-16

Other Names

• Matthew P Kuzma
• Matthew Kuzma